UNH — UNITEDHEALTH GROUP INC

Ownership history in Ruane, Cunniff & Goldfarb L.P.  ·  25 quarters on record

AI Ownership Summary

Ruane, Cunniff & Goldfarb L.P. reported UNITEDHEALTH GROUP INC (UNH) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.0% in 2023 Q4. The latest visible filing shows UNH at 3.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ruane, Cunniff & Goldfarb L.P.'s position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNH was reported at 3.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page Ruane, Cunniff & Goldfarb L.P. fund profile Ruane, Cunniff & Goldfarb L.P. full holdings
How Ruane, Cunniff & Goldfarb L.P. held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 745,999 -12,224 -1.6% 3.85% $246.3M 2026-02-14 (Est.) $290.93
2025 Q3 REDUCED 758,223 -5,216 -0.7% 4.34% $261.8M 2025-11-14 $317.24
2025 Q2 REDUCED 763,439 -58,729 -7.1% 4.08% $238.2M 2025-08-14 $265.92
2025 Q1 REDUCED 822,168 -15,828 -1.9% 7.82% $430.6M 2025-05-15 $266.83
2024 Q4 REDUCED 837,996 -128,319 -13.3% 7.20% $423.9M 2025-02-14 $506.99
2024 Q3 REDUCED 966,315 -17,511 -1.8% 8.84% $565.0M 2024-11-14 $572.23
2024 Q2 REDUCED 983,826 -44,037 -4.3% 7.81% $501.0M 2024-08-14 $557.25
2024 Q1 REDUCED 1,027,863 -41,556 -3.9% 7.89% $508.5M 2024-05-15 $495.43
2023 Q4 REDUCED 1,069,419 -26,040 -2.4% 9.00% $563.0M 2024-02-14 $492.91
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 9.07% Marex Group plc 2.73% Victrix Investment Advisors 2.12% Point Windward Advisors Inc. 3Y 7Y 1.71% Center for Wealth Management Advisory 1.52% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.48% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1.38% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.0% Mirador Capital Partners LP 3Y 7Y 1.0% Piscataqua Savings Bank 3Y 0.99%

FAQ About Ruane, Cunniff & Goldfarb L.P. and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ruane, Cunniff & Goldfarb L.P. reported owning UNH?

Ruane, Cunniff & Goldfarb L.P. reported UNH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in Ruane, Cunniff & Goldfarb L.P.'s portfolio?

The largest reported portfolio weight for UNH was 9.00% in 2023 Q4.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when Ruane, Cunniff & Goldfarb L.P. reported 745,999 shares, equal to 3.85% of portfolio, with an estimated market value of $246.3M.

What does the chart on this UNH ownership page compare?

The chart compares Ruane, Cunniff & Goldfarb L.P.'s quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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